YorkBridge Wealth Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,238
| Closed | -$215K | – | 227 |
|
|
2019
Q2 | $215K | Buy |
5,238
+113
| +2% | +$4.64K | 0.1% | 166 |
|
|
2019
Q1 | $220K | Buy |
5,125
+439
| +9% | +$18.8K | 0.1% | 156 |
|
|
2018
Q4 | $172K | Sell |
4,686
-589
| -11% | -$21.6K | 0.09% | 162 |
|
|
2018
Q3 | $236K | Sell |
5,275
-76
| -1% | -$3.4K | 0.11% | 153 |
|
|
2018
Q2 | $230K | Buy |
5,351
+521
| +11% | +$22.4K | 0.1% | 161 |
|
|
2018
Q1 | $193K | Sell |
4,830
-920
| -16% | -$36.8K | 0.09% | 180 |
|
|
2017
Q4 | $209K | Buy |
5,750
+1,615
| +39% | +$58.7K | 0.1% | 171 |
|
|
2017
Q3 | $143K | Sell |
4,135
-71
| -2% | -$2.46K | 0.07% | 211 |
|
|
2017
Q2 | $131K | Sell |
4,206
-1,590
| -27% | -$49.5K | 0.07% | 216 |
|
|
2017
Q1 | $176K | Buy |
5,796
+623
| +12% | +$18.9K | 0.09% | 180 |
|
|
2016
Q4 | $152K | Buy |
+5,173
| New | +$152K | 0.09% | 184 |
|